What We Do
Advisory for the selling side.
Sell-side M&A and capital raises built around the right introductions, not a mass mailing.
Sell-Side M&A
We represent the seller and connect the company with qualified buyers.
Positioning, materials, targeted outreach to strategics and private equity, then negotiation through diligence and close.
Capital Raises
We introduce operators to investors and lenders suited to their stage and sector.
Targeted investor outreach for growth equity and structured capital, managed through diligence, terms, and funding.
Strategic Advisory
Independent guidance when you are weighing a sale, raise, or recapitalization.
Senior judgment on readiness, structure, and which buyers or investors belong in the process before you go to market.
Positioning
The old way vs the Bull way.
The work is connecting the right owners with the right buyers and investors, then running a process that holds up through diligence and close.
The old way
The Bull way
The old way
Generic buyer lists and mass outreach
The Bull way
Targeted introductions to fit strategics and investors
The old way
Slow, unclear process
The Bull way
Owner-focused process with clear next steps
The old way
Limited communication once materials go out
The Bull way
Direct updates and responsive execution
The old way
Broad promises without a real mandate
The Bull way
Selective mandates and qualified conversations
The old way
Upfront retainers regardless of outcome
The Bull way
Success-fee aligned economics
Situations We Handle
Sale, recapitalization, or growth capital.
Full Sale
A confidential competitive process to identify qualified buyers and close on sound terms.
We position the company, prepare materials, run outreach to strategics and private equity, and manage the process through LOI, diligence, and closing.
Recapitalization
Partial liquidity for shareholders while keeping operating involvement and a growth partner in place.
For owners who want liquidity without a full exit: private equity recaps, family office capital, or structured secondary transactions.
Growth Capital
Equity or debt to fund expansion while ownership remains with the operating group.
Common for owner-operators funding product, geographic, or capacity growth through minority equity, mezzanine, or senior facilities.
Process
From first conversation to the right buyers.
- 01
Initial review and goals
- 02
Positioning, materials, and readiness
- 03
Targeted buyer or investor outreach
- 04
Management conversations, diligence, and offers
- 05
Negotiation, closing, and transition support
Preparation
Work that should happen before outreach.
Strong processes start with readiness. We help owners get materials and reporting in order before buyers see the opportunity.
Clean financials
Statements and adjustments that hold up under buyer scrutiny.
Organized data room
Documents arranged so diligence can move without avoidable delays.
Clear operating story
A concise account of the team, model, and growth plan buyers will diligence.
Mandate Criteria
Where we focus.
Counterparty fit
We prioritize strategics and investors with a clear mandate for the sector and size.
Geography
Offices in Los Angeles and Miami. We advise U.S. lower middle market companies.
Ownership outcomes
Full sale, majority recap, or minority growth capital, structured around the owners’ goals.
Fit over formula
We take mandates based on sector fit, readiness, and a clear path to close.
FAQ
Common questions from owners.
How do you find buyers and investors?
We build a targeted list of strategics and investors that fit the company by sector, size, and intent, then run confidential outreach on your behalf.
What size companies do you work with?
We focus on lower middle market companies. Most engagements sit with privately held businesses preparing a sale, recapitalization, or growth financing.
Do you only run sell-side processes?
Sell-side M&A is our primary work. We also advise on growth capital raises and recapitalizations for owners and shareholders.
Can you also help raise growth capital?
Yes. We run targeted investor outreach for growth equity and structured capital when that is the right path for the ownership group.
Do you work with private equity?
Yes. Private equity firms and strategics are part of our buyer network. Our clients are the business owners we represent.
Do you charge retainers?
No. Engagements are success-fee aligned. We are paid when the transaction closes.
How confidential is the process?
Confidentiality is built into outreach, materials, and buyer qualification. We do not disclose client identities without authorization.
Ready to discuss a sale, recapitalization, or capital raise?
Book a confidential intro call. We will talk process and the buyers or investors that fit your situation.
Book a confidential intro call